Mai Capital Management Incresed Positions in Q4 2024

Mai Capital Management

  • $13.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
120K
+ 8.01%
$570.51 - $610.59 $68.4M - $73.2M
1.62M $951M
AAPL
Apple Inc.

Technology
180K
+ 10.59%
$221.69 - $259.02 $39.8M - $46.5M
1.88M $470M
AVGO
Broadcom Inc.

Technology
112K
+ 18.58%
$159.67 - $250.0 $17.8M - $27.9M
712K $165M
AMZN
Amazon Com Inc

Consumer Cyclical
73.9K
+ 7.77%
$180.88 - $232.93 $13.4M - $17.2M
1.03M $225M
IVE
Ishares S&P 500 Value ETF

ETFs
268K
+ 35.51%
$189.5 - $206.17 $50.8M - $55.2M
1.02M $195M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
508K
+ 12.23%
$61.68 - $67.87 $31.4M - $34.5M
4.67M $291M
IVW
Ishares S&P 500 Growth ETF

ETFs
243K
+ 25.32%
$94.43 - $105.47 $23M - $25.7M
1.2M $122M
NVDA
Nvidia Corp

Technology
66.8K
+ 4.49%
$117.0 - $148.88 $7.82M - $9.95M
1.56M $209M
V
Visa Inc.

Financial Services
42.8K
+ 12.26%
$273.87 - $320.91 $11.7M - $13.7M
392K $124M
MSFT
Microsoft Corp

Technology
81.4K
+ 9.29%
$406.35 - $454.46 $33.1M - $37M
958K $404M
JPM
Jpmorgan Chase & CO

Financial Services
68.3K
+ 20.17%
$205.18 - $250.29 $14M - $17.1M
407K $97.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.73M
+ 426.87%
$26.93 - $84.95 $46.7M - $147M
2.14M $58.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
33.7K
+ 8.58%
$370.24 - $418.94 $12.5M - $14.1M
427K $171M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42.4K
+ 54.65%
$521.84 - $558.82 $22.1M - $23.7M
120K $64.7M
VB
Vanguard Small Cap ETF

ETFs
87.6K
+ 70.11%
$233.76 - $261.58 $20.5M - $22.9M
213K $51.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
201K
+ 12.43%
$113.92 - $127.38 $22.9M - $25.7M
1.82M $210M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
637K
+ 25.59%
$44.04 - $49.49 $28.1M - $31.5M
3.13M $138M
PG
Procter & Gamble CO

Consumer Defensive
117K
+ 28.53%
$161.05 - $179.7 $18.8M - $21M
527K $88.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
910K
+ 1082.48%
$22.01 - $66.82 $20M - $60.8M
994K $22.6M
PFE
Pfizer Inc

Healthcare
682K
+ 97.75%
$24.8 - $30.19 $16.9M - $20.6M
1.38M $36.6M
VTV
Vanguard Value ETF

ETFs
101K
+ 62.5%
$168.32 - $181.87 $17M - $18.3M
262K $44.4M
VGT
Vanguard Information Technolog

ETFs
22.9K
+ 40.56%
$571.78 - $647.97 $13.1M - $14.8M
79.2K $49.3M
AVUV
American Centy ETF Tr Avantis

ETFs
159K
+ 164.64%
$94.37 - $106.41 $15M - $16.9M
255K $24.6M
MA
Mastercard Inc

Financial Services
21.9K
+ 22.72%
$491.3 - $536.15 $10.7M - $11.7M
118K $62.2M
NFLX
Netflix Inc

Communication Services
2.86K
+ 4.74%
$687.65 - $936.56 $1.97M - $2.68M
63.1K $56.3M
COST
Costco Wholesale Corp

Consumer Defensive
11.7K
+ 13.59%
$873.59 - $994.69 $10.3M - $11.7M
98.1K $89.9M
META
Meta Platforms, Inc.

Communication Services
15.7K
+ 8.22%
$554.08 - $632.68 $8.69M - $9.92M
206K $122M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29.5K
+ 16.81%
$442.29 - $483.08 $13.1M - $14.3M
205K $93M
ORCL
Oracle Corp

Technology
78K
+ 30.33%
$165.41 - $192.43 $12.9M - $15M
335K $55.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.04M
+ 373.16%
$22.4 - $68.28 $23.2M - $70.8M
1.31M $30.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
62K
+ 2307.47%
$170.03 - $192.78 $10.6M - $12M
64.7K $12M
VOT
Vanguard Mid Cap Growth Index

ETFs
43.8K
+ 167.13%
$241.48 - $274.89 $10.6M - $12M
70K $17.8M
ERIE
Erie Indemnity CO

Financial Services
27.2K
+ 1785.88%
$401.65 - $542.86 $10.9M - $14.8M
28.7K $11.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
570K
+ 650.19%
$27.54 - $83.04 $15.7M - $47.3M
657K $18.2M
WMT
Walmart Inc.

Consumer Defensive
68.5K
+ 15.13%
$79.1 - $95.7 $5.41M - $6.55M
521K $47.1M
BAC
Bank Of America Corp

Financial Services
147K
+ 16.54%
$39.22 - $47.77 $5.76M - $7.02M
1.04M $45.5M
ASML
Asml Holding Nv

Technology
15.7K
+ 299.92%
$658.43 - $872.27 $10.3M - $13.7M
20.9K $14.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
67.4K
+ 15.21%
$174.22 - $187.62 $11.7M - $12.6M
511K $89.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
177K
+ 235.33%
$58.88 - $64.8 $10.4M - $11.5M
252K $14.8M
DIS
Walt Disney CO

Communication Services
69.9K
+ 59.61%
$92.39 - $117.6 $6.46M - $8.22M
187K $20.8M
JNJ
Johnson & Johnson

Healthcare
113K
+ 28.5%
$143.34 - $165.86 $16.3M - $18.8M
511K $74M
AXP
American Express CO

Financial Services
24.8K
+ 38.51%
$267.35 - $305.57 $6.64M - $7.59M
89.3K $26.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.72M
+ 331.13%
$25.93 - $105.3 $44.6M - $181M
2.24M $62.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
117K
+ 870.39%
$69.58 - $74.87 $8.15M - $8.77M
131K $9.14M
CVX
Chevron Corp

Energy
55.5K
+ 28.77%
$141.15 - $162.53 $7.84M - $9.02M
249K $36M
WFC
Wells Fargo & Company

Financial Services
86K
+ 88.61%
$54.98 - $77.35 $4.73M - $6.65M
183K $12.9M
VUG
Vanguard Growth ETF

ETFs
11.7K
+ 12.76%
$378.79 - $428.11 $4.43M - $5.01M
103K $42.4M
DLR
Digital Realty Trust, Inc.

Real Estate
39.5K
+ 402.49%
$156.46 - $195.69 $6.18M - $7.72M
49.3K $8.74M
FDX
Fedex Corp

Industrials
24.7K
+ 183.6%
$260.5 - $305.15 $6.43M - $7.53M
38.1K $10.7M
Activity Summary
Buys All Purchases 3109 New Holdings 2697 Increased Positions 412 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 138 Puts 18
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